See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,350 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,939 | $51,769+10.0% | $57,343-0.7% | $52,331+8.8% |
| Participation rate | 73.8% | 75.2%-1.4pp | 75.1%-1.2pp | 68.1%+5.7pp |
| Annual return | 0.38% | 2.43%-2.0pp | 24.39%-24.0pp | 4.54%-4.2pp |
| Employer contribution / active EE | $706 | $2,335-69.8% | $2,689-73.8% | $1,882-62.5% |
| Participant deferral / active EE | $2,348 | $2,794-15.9% | $3,162-25.7% | $3,022-22.3% |
| Admin fee / account holder | $58 | $295-80.3% | $3,356-98.3% | $592-90.2% |